Defined Benefit (Pension) · DOL Form 5500 · 2022

Lozier Corporation Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
120
Participants Small participant base
74th
Percentile by assets National rank
$136,003
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$16M in assets, 120 participants

Lozier Corporation's Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported $16M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,143 in Manufacturing (20,602 peers)

Coverage in Nebraska

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust covers 120 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $16M.

#13,143
in Manufacturing (20,602 peers)
-27.7%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's outsized position by total assets

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,320,313 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 470463247 · Lozier Corporation PY 2022 · Defined Benefit (Pension)

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · $16M · 120 · 74th

  • RANK $16M
  • RANK 120
  • RANK 74th
  • RANK Defined Benefit (Pension)
  • RANK near Destileria Serralles, Inc. Puerto Rico Pension Plan
  • RANK ind #13143

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Nebraska →

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust in the asset neighbourhood

Destileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$16MLozier Corporation Pension Plan for Scottsboro Production Employees and TrustLozier Corporation Pension P…$16MNamasco Retirement Plan for the Dubuque Warehouse Employees of the Steel Warehousing DivisionNamasco Retirement Plan for …$16MRetirement Plan for Bargaining Unit Employees of Galliker Dairy CompanyRetirement Plan for Bargaini…$16MLtmi Defined Benefit Plan$16M
End-of-year total assets ($M) among Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$16M
Net Income-$6M
Employer EIN470463247
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozier Corporation)

Sponsor-wide plan assets over time

All Lozier Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$329M 2.2419246948243883% vs 2022
2024 filing year
$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
Year Plans Participants Total Assets
2022 3 2,564 $322M
2023 3 2,429 $343M
2024 3 2,214 $329M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1012345 Total assets ($B) Participants Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust, Total assets ($B): 0.016320313 · Participants: 120Lozier Corporation Pension Plan for Scottsboro Production Employees and TrustPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement Plan
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust side-by-side with 3 peers →

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Destileria Serralles, Inc. Puerto Rico Pension Plan in PR ($16M); by covered participants it is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust assets move in 2022? ▼
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust declined sharply - down 27.7% during 2022, from $23M to $16M. Reported net income was -$6M.
How have Lozier Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Which Defined Benefit (Pension) plans are similar in size to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Destileria Serralles, Inc. Puerto Rico Pension Plan in PR ($16M, 84 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470463247.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.